BMA
TFC icon

Brooks Moore & Associates’s Truist Financial TFC Stock Holding History

Brooks Moore & Associates’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Sell
27,225
-2,201
-7% -$109K 0.63% 46
2025
Q4 		$1.45M Hold
29,426
– – 0.71% 46
2025
Q3 		$1.35M Sell
29,426
-300
-1% -$13.5K 0.68% 48
2025
Q2 		$1.3M Hold
29,726
– – 0.7% 43
2025
Q1 		$1.22M Hold
29,726
– – 0.69% 44
2024
Q4 		$1.29M Sell
29,726
-500
-2% -$22.3K 0.76% 42
2024
Q3 		$1.29M Buy
30,226
+88
+0.3% +$3.72K 0.76% 42
2024
Q2 		$1.17M Sell
30,138
-5,663
-16% -$214K 0.75% 39
2024
Q1 		$1.4M Sell
35,801
-2,815
-7% -$103K 0.9% 35
2023
Q4 		$1.43M Sell
38,616
-7,739
-17% -$243K 0.98% 34
2023
Q3 		$1.33M Sell
46,355
-9,556
-17% -$294K 1% 32
2023
Q2 		$1.7M Sell
55,911
-2,625
-4% -$81.5K 1.19% 30
2023
Q1 		$2M Buy
58,536
+3,454
+6% +$151K 1.43% 28
2022
Q4 		$2.37M Buy
55,082
+2,030
+4% +$89K 1.73% 24
2022
Q3 		$2.31M Sell
53,052
-115
-0.2% -$5.53K 1.87% 23
2022
Q2 		$2.52M Sell
53,167
-10,458
-16% -$516K 1.82% 23
2022
Q1 		$3.61M Buy
63,625
+200
+0.3% +$12.4K 2.21% 15
2021
Q4 		$3.71M Buy
63,425
+212
+0.3% +$13K 2.18% 15
2021
Q3 		$3.71M Sell
63,213
-900
-1% -$50.3K 2.43% 8
2021
Q2 		$3.56M Buy
64,113
+3,015
+5% +$177K 2.27% 10
2021
Q1 		$3.56M Sell
61,098
-482
-0.8% -$26.4K 2.41% 9
2020
Q4 		$2.95M Buy
61,580
+575
+0.9% +$26K 2.29% 13
2020
Q3 		$2.32M Sell
61,005
-752
-1% -$28.3K 2% 16
2020
Q2 		$2.32M Buy
61,757
+652
+1% +$23.5K 2.17% 16
2020
Q1 		$1.88M Sell
61,105
-9,252
-13% -$438K 2% 15
2019
Q4 		$3.96M Buy
70,357
+23,470
+50% +$1.27M 3.14% 5
2019
Q3 		$2.5M Buy
46,887
+14
+0% +$694 2.11% 13
2019
Q2 		$2.3M Sell
46,873
-324
-0.7% -$15.9K 1.98% 13
2019
Q1 		$2.2M Sell
47,197
-350
-0.7% -$17.1K 2% 14
2018
Q4 		$2.06M Buy
+47,547
New +$2.28M 2.07% 13

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brooks Moore & Associates's TFC Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Truist Financial (TFC) stake by 7.5% in Q1 2026, selling an estimated $109K and leaving 27,225 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #46.

Brooks Moore & Associates first reported a position in TFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.96M in Q4 2019. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Brooks Moore & Associates held 27,225 shares of Truist Financial worth $1.25M as of Q1 2026.
  • Brooks Moore & Associates sold 2,201 Truist Financial shares in Q1 2026, an estimated $109K.
  • Truist Financial made up 0.63% of Brooks Moore & Associates's portfolio in Q1 2026, its #46 holding.
  • Brooks Moore & Associates first reported a position in Truist Financial in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's Truist Financial position peaked at $3.96M in Q4 2019.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.